Current jobs related to Retirement Plan Advisor - RICHMOND - Empower

  • Retirement Plan Consultant

    2 weeks ago

    Richmond, Virginia, United States Hermitage Wealth Management, Inc. Full time

    About Hermitage Wealth Management, Inc.Hermitage Wealth Management, Inc. is a reputable and expanding financial services firm seeking a skilled Retirement Plan Relationship Manager to join our team.This is a full-time on-site role based in Richmond, VA, where you will be responsible for managing client relationships, providing retirement plan guidance, and...

  • Retirement Plan Relationship Manager

    3 weeks ago

    Richmond, United States Hermitage Wealth Management, Inc. Full time

    Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

  • Retirement Plan Relationship Manager

    3 weeks ago

    Richmond, United States Hermitage Wealth Management, Inc. Full time

    Company DescriptionHermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Retirement Plan Relationship Manager.A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. Due to continued growth, we are seeking a candidate who has the capacity to...

  • Financial Planning Specialist

    1 month ago

    Richmond, Virginia, United States Millennium Advisory Services, Inc., a HUB International company Full time

    Financial Planning & Service AssociateWe are seeking a highly skilled and detail-oriented Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.The selected individual will be responsible for assisting our Investment Advisors in providing exceptional service to our clients through the creation and...

  • Financial Planning Specialist

    4 weeks ago

    Richmond, Virginia, United States Millennium Advisory Services, Inc., a HUB International company Full time

    Financial Planning & Service AssociateWe are seeking a highly motivated and detail-oriented Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.The selected individual will be responsible for assisting our Investment Advisors in providing exceptional service to our clients through the creation...

  • Estate Planning Attorney

    3 weeks ago

    Richmond, Virginia, United States gpac Full time

    Job Title: Estate Planning Associate AttorneyWe are seeking a dedicated and experienced Estate Planning Attorney to join our team at GPAC. The ideal candidate will have at least 2 years of experience in estate planning, including drafting wills, trusts, powers of attorney, and other related documents.Key Responsibilities:Draft and Review Estate Planning...

  • Academic Advisor/Senior Academic Advisor

    2 weeks ago

    Richmond, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryThe Commonwealth of Virginia is seeking a highly skilled Academic Advisor/Senior Academic Advisor to join our team at the VCU College of Humanities and Sciences. As a key member of our student services team, you will play a vital role in providing academic advising services to undergraduate students in the departments of Physics and Mathematics...

  • Academic Advisor 1

    4 weeks ago

    Richmond, Virginia, United States Virginia Commonwealth University Full time

    Job Title: Academic Advisor 1Job Summary:The Virginia Commonwealth University is seeking a highly motivated and experienced Academic Advisor 1 to join our team. As an Academic Advisor 1, you will provide guidance and support to students in achieving their academic goals and career aspirations. You will work closely with students, faculty, and staff to ensure...

  • Academic Advisor Position

    1 week ago

    Richmond, California, United States Virginia Commonwealth University Full time

    Job SummaryThe Office of Student Services in the College of Humanities and Sciences at Virginia Commonwealth University is seeking an Academic Advisor or Senior Academic Advisor to provide academic advising services to students in the Environmental Studies major.Key ResponsibilitiesProvide accurate and up-to-date information about College and...

  • Financial Planning

    4 months ago

    Richmond, United States Millennium Advisory Services, Inc., a HUB International company Full time

    We currently have an opportunity for a Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.The selected individual will be responsible for assisting our Investment Advisors in providing excellent service to our clients through the creation and maintenance of financial plans and the...

  • Financial Solutions Advisor

    4 weeks ago

    Richmond, Virginia, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.Key...

  • Academic Advisor

    1 week ago

    Richmond, Virginia, United States Virginia Commonwealth University Full time

    Job Title: Academic AdvisorVirginia Commonwealth University is seeking a highly motivated and experienced Academic Advisor to join our team. As an Academic Advisor, you will play a critical role in supporting the academic success of our students.Key Responsibilities:Provide academic advising services to assigned students, including guidance on course...

  • Estate Planning Attorney

    2 weeks ago

    Richmond, Virginia, United States Gpac Full time

    Job Title: Estate Planning Associate AttorneyWe are seeking a dedicated and experienced Estate Planning Attorney to join our team at GPAC. The ideal candidate will have at least 2 years of experience in estate planning, including drafting wills, trusts, powers of attorney, and other related documents.Key Responsibilities:Draft and review estate planning...

  • Academic Advisor

    2 weeks ago

    Richmond, Virginia, United States Virginia Commonwealth University Full time

    Job Title: Academic AdvisorVirginia Commonwealth University is seeking a highly motivated and experienced Academic Advisor to join our team. As an Academic Advisor, you will play a critical role in supporting the academic success of our students.Key Responsibilities:Provide academic advising services to assigned students, including advising on departmental,...

  • Academic Advisor

    2 months ago

    Richmond, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryWe are seeking a highly skilled Academic Advisor to join our team at the Commonwealth of Virginia. As an Academic Advisor, you will play a critical role in supporting the academic success of our students. Your primary responsibility will be to provide academic advising services to assigned students, helping them navigate their academic journey and...

  • Academic Advisor

    2 weeks ago

    Richmond, Virginia, United States Virginia Commonwealth University Full time

    Job Title: Academic AdvisorVirginia Commonwealth University is seeking a highly motivated and experienced Academic Advisor to join our team in the College of Humanities and Sciences. As an Academic Advisor, you will play a critical role in supporting the academic success and career development of our students.Key Responsibilities:Provide academic advising...

  • Academic Advisor

    2 weeks ago

    Richmond, Virginia, United States Virginia Commonwealth University Full time

    Job Title: Academic AdvisorVirginia Commonwealth University is seeking a highly motivated and experienced Academic Advisor to join our team in the College of Humanities and Sciences. As an Academic Advisor, you will play a critical role in supporting the academic success of our students, particularly in the Environmental Studies major.Key...

  • Financial Advisor

    2 weeks ago

    Richmond, Virginia, United States NY LIFE Full time

    Job DescriptionWe are seeking a skilled financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.Responsibilities:Develop strong relationships with new clients by...

  • Academic Advisor/Senior Academic Advisor

    1 week ago

    Richmond, California, United States Commonwealth of Virginia Full time

    Job SummaryThe Commonwealth of Virginia is seeking a highly skilled Academic Advisor/Senior Academic Advisor to join our team in the College of Humanities and Sciences. As a key member of our advising team, you will play a critical role in supporting the academic success of undergraduate students in the departments of Physics and Mathematics and Applied...

  • Wealth Planning Specialist

    1 week ago

    Richmond, California, United States Blue Ridge Bank Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Advisor to join our team at Blue Ridge Bank. As a Wealth Advisor, you will play a key role in meeting with customers to determine their financial planning goals and develop personalized financial plans to help them achieve their objectives.Key Responsibilities• Meet with new and...

Retirement Plan Advisor

2 months ago

RICHMOND, United States Empower Full time

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Retirement Plan Advisor, you will help individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. You’ll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

This Retirement Plan Advisor will work with multiple public employers around Virginia including Roanoke, Newport News, Prince William County and others. Travel to these locations will be required on a regular basis. STRONG preference for the individual to live in the Richmond area.

What you will do  

  • Develop strategic partnerships with key contacts in each location and agencies within assigned territory

  • Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes

  • Create dynamic business plan and strategy to maximize impact on participants in assigned territory

  • Define a variety of dynamic needs and challenges by using thoughtful analytics

  • Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines

  • Satisfy service level agreements for the plan as well as achieve business results

  • Work collaboratively across internal service and management teams to improve effectiveness

  

What you will bring 

  • 2+ years related experience

  • Bachelor's Degree or equivalent experience

  • FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)

  • Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)

  • Strong relationship building and territory management skills

  

What will set you apart 

  • Current FINRA registrations strongly preferred

  • Experience with retirement planning/financial planning software

  • Strategic thinker who can work independently

  • Experienced and effective public speaker

  • Good working knowledge of the firm's products, the defined contribution business and ERISA

#PJGOV

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$72,900.00 - $102,900.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

09-21-2024

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Workplace Flexibility: Remote - Must reside within territory